Google Sheets Jira Integration Using Pabbly Connect

Learn how to create Jira issues from Google Sheets using Pabbly Connect. This step-by-step guide provides detailed instructions for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Sheets and Jira Integration

To begin integrating Google Sheets with Jira, first access Pabbly Connect by navigating to its website. You can do this by typing ‘Pabbly.com/connect’ into your browser. If you are a new user, click on the ‘Sign Up for Free’ button to create an account and receive 100 free tasks each month.

Once logged in, you will be directed to the dashboard where you can manage your workflows. Click on the ‘Access Now’ button under the Pabbly Connect option. This is where you will create the automation that connects Google Sheets to Jira.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, creating a new workflow is straightforward. Click on the ‘Create Workflow’ button located in the upper right corner of the dashboard. A dialog box will appear prompting you to name your workflow. Enter a name like ‘Create Jira Issues from Google Sheets’ and select a folder for organization.

• Click on ‘Create’ to initiate the workflow setup.
• You will see two windows: one for the trigger and one for the action.
• Select Google Sheets for the trigger and Jira for the action.

After setting up the trigger and action, you will define the specifics of the integration. This initial setup is crucial for ensuring that data flows correctly between Google Sheets and Jira via Pabbly Connect.

3. Setting Up Google Sheets as the Trigger in Pabbly Connect

For the trigger, select Google Sheets and choose the event ‘New or Updated Spreadsheet Row’. This event will activate the workflow whenever a new row is added to your Google Sheets. Pabbly Connect will provide a webhook URL necessary for linking Google Sheets to the integration.

Copy the webhook URL and proceed to your Google Sheets document. Here, you will set up the Pabbly Connect Webhooks add-on. Go to Extensions > Add-ons > Get Add-ons, and search for ‘Pabbly Connect Webhooks’. Install the add-on, then refresh your spreadsheet to access the Pabbly Connect options.

• Select ‘Initial Setup’ from the Pabbly Connect Webhooks menu.
• Paste the webhook URL and specify the trigger column (e.g., Column C).
• Click ‘Send Test’ to verify the connection.

Once the test is successful, you will return to Pabbly Connect to confirm that the data from Google Sheets has been received properly. This step ensures that your integration is correctly set up before proceeding to the action setup.

4. Configuring Jira as the Action in Pabbly Connect

After confirming the successful trigger setup, it’s time to configure the action. Select Jira as the action application and choose the ‘Create Issue’ event. This action will create a new issue in Jira based on the data received from Google Sheets.

Connect your Jira account by selecting ‘Add New Connection’. Authorize Pabbly Connect to access your Jira account. Once connected, you will need to fill in the necessary details for the issue being created, including project name, issue type, summary, and description.

Select the appropriate project from your Jira account. Map the fields from the Google Sheets response to the Jira issue fields. Set the priority and due date based on the data provided in Google Sheets.

After mapping all necessary fields, click ‘Save and Send Test Request’. This will create a new issue in Jira, confirming that the integration between Google Sheets and Jira via Pabbly Connect is functioning correctly.

5. Finalizing and Testing the Integration

With the workflow configured, it’s essential to finalize the setup. Go back to Google Sheets and navigate to Extensions > Pabbly Connect Webhooks. Click on ‘Send On Event’ to ensure that the integration will trigger automatically whenever a new row is added.

Now, test the integration by adding a new row in your Google Sheets. Fill in the issue summary, description, and due date. Upon saving the new row, Pabbly Connect should automatically create a corresponding issue in Jira without any manual intervention.

To verify, check your Jira project for the newly created issue. This seamless integration allows for efficient management of technical issues directly from Google Sheets to Jira, showcasing the power of Pabbly Connect in automating workflows.

Conclusion

In this tutorial, we demonstrated how to utilize Pabbly Connect to create Jira issues from Google Sheets automatically. By following the steps outlined, you can streamline your workflow and enhance productivity.